Sun Life Financial Inc
SLF- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001097362
No open-market purchases or sales by Sun Life Financial Inc insiders were filed in the last 90 days; 493 institutions reported holding it in 13F filings for Q2 2026, worth $20.0B in total; Maverick Capital is the only superinvestor holding it.
Q1 2024 vs. Q4 2023
How the institutions holding Sun Life Financial Inc changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 398 | 4 | 419 | +25 |
| Shares | 273.9M | 16.9K | 274.1M | +205.5K (+0.1%) |
| Value | $14.3B | $872.6K | $15.0B | +$763.6M (+5.3%) |
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (54)
Institutions that held Sun Life Financial Inc at the end of Q1 2024 but not at the end of Q4 2023.
Sold out (29)
Institutions that held Sun Life Financial Inc at the end of Q4 2023 and filed for Q1 2024 without it.
Not filed for Q1 2024 yet (4)
Institutions that held Sun Life Financial Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Engrave Wealth Partners LLC | 10,519 | $545.5K |
| DFPG Investments, LLC | 5,332 | $272.7K |
| Fairfield Financial Advisors, LTD | 878 | $45.5K |
| Baystate Wealth Management LLC | 169 | $8.81K |